Amity Spring 2016 Product Update

Progress happens quickly at Amity. We are constantly enhancing our tool and finding new ways to better serve our users. We would like to introduce you to a few new exciting changes we’ve made over the past few months.

1. New Features

Lifecycle Management - You now have even more options for managing the entire Customer Lifecycle - see the big picture with our “Monday morning meeting app”.

Why Should You Care?

Track Progress Against Goals/Previous History

Identify and Resolve Bottlenecks in the Lifecycle

Prove the Impact of Customer Success

Key Features (pictured below):

Goal Setting and Tracking

Full Lifecycle Visualization

Drill down to see the details

Customizable Lifecycle

HTML Emails - You asked for it, and we answered. You can now edit text font, size, color, insert images, edit the message source code, and quickly remove formatting from the text editor. Now automated emails are in full HTML.

Playbooks App - We’ve updated our Playbooks page with a new layout, so you can easily see which account are on track and off track. A behind-the-scenes change you can’t see is something we like to call “chained playbooks”. For example, when your customer completes the “Onboarding” playbook, they can be automatically moved to the “First 90 Days” playbook. All customizable to suit your business needs.

Here are the three key changes pictured below:

Playbook Deadlines

Progress Bar

Simple Task List

Personal Insights - Did your account just lose it’s power user? Well, you can now set personal insights within a specific account. Insight will match the color of the health score, giving you an understanding of how an insight will affect that account.

Custom Properties - Is knowing your account's power user important for your business? Well, we’ve added new field types to accommodate this need: Single or Multi-Line Text, Date/Time, Dropdown Select, Numbers (Currency, Default, Percentage). To take this even further, you can create views based on any custom properties.

People Tags - Like accounts, people can now have tags. The tags are can be added in the person profile. Tags are also visible in the Portfolio App.

Rich Text Notes - You have already been able to add notes to accounts, people, and plays. But, now you can add multiple notes to people and plays with Rich Text Editing.

We hope you are as happy with these changes as we are! If you’d like to explore our tool, and see what Amity can do for you or your business, schedule a meeting with our team.